Legacy Capital Group California’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
1,149
+28
| +2% | +$13K | 0.15% | 172 |
|
|
2025
Q1 | $501K | Buy |
1,121
+41
| +4% | +$18.3K | 0.17% | 168 |
|
|
2024
Q4 | $525K | Buy |
1,080
+19
| +2% | +$9.23K | 0.16% | 173 |
|
|
2024
Q3 | $620K | Buy |
1,061
+121
| +13% | +$70.7K | 0.21% | 143 |
|
|
2024
Q2 | $439K | Buy |
940
+75
| +9% | +$35K | 0.16% | 185 |
|
|
2024
Q1 | $393K | Buy |
865
+126
| +17% | +$57.3K | 0.15% | 194 |
|
|
2023
Q4 | $335K | Buy |
739
+1
| +0.1% | +$453 | 0.13% | 203 |
|
|
2023
Q3 | $302K | Sell |
738
-800
| -52% | -$327K | 0.13% | 210 |
|
|
2023
Q2 | $708K | Buy |
1,538
+59
| +4% | +$27.2K | 0.29% | 99 |
|
|
2023
Q1 | $699K | Buy |
+1,479
| New | +$699K | 0.34% | 92 |
|